Retainer
Easily manage client retainers with custom agreements, payment scheduling, and seamless invoice conversion, all from one streamlined dashboard.
Key Features
Create and manage retainers with flexible terms and payment schedules
Convert proposals into retainers and retainers into invoices
Track payment status: draft, open, accepted, declined, or closed
Integrate with multiple payment gateways for secure transactions
View full retainer history, client details, and contract terms in one dashboard
Seamless Retainer Creation
The Retainer Add-On allows you to quickly create and configure retainers for your clients. Define payment terms, schedule billing cycles, and assign clients with just a few clicks. Whether starting fresh or updating an existing agreement, the user-friendly interface ensures your workflows remain efficient and consistent.
Comprehensive Retainer Management
Manage all your retainers in one place with a detailed overview of each agreement. Instantly access client information, payment status, contract terms, and history. This holistic view ensures complete control and transparency, helping you stay ahead of deadlines and maintain long-term client relationships.
Flexible Payment & Conversion Options
Easily convert proposals into retainers and retainers into invoices. Track status updates in real time—whether a payment is pending, accepted, or closed. With support for multiple payment gateways, your clients can pay seamlessly, and you can monitor every transaction with full accuracy.
Full Description
Retainer Add-On for Webenoid SaaS
The Retainer Add-On is designed to streamline long-term billing relationships with clients. It enables businesses to set up recurring retainers, track billing cycles, and manage payments with precision and ease. Perfect for consultants, agencies, and service-based teams, this module automates tedious tasks and improves financial reliability.
Convert proposals into retainers or retainers into invoices instantly. Monitor payment status and send follow-ups with minimal effort. Whether it’s monthly support, ongoing services, or prepaid projects, the Retainer Add-On centralizes everything in a single view to enhance control, transparency, and client satisfaction.